Ron Baron

Ron Baron

Last Update: 07-10-2015

Number of Stocks: 359
Number of New Stocks: 23

Total Value: $25,847 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ron Baron' s Profile & Performance

Profile

Ron Baron is the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings.

Web Page:http://www.baronfunds.com/

Investing Philosophy

Ron Baron invests primarily in small and mid-size growth companies. He likes companies with open-ended growth opportunities and defensible niches. He applies a bottom-up company research, invests for the long-term, and tries to purchase companies at what he believes are attractive prices. He invests in growth companies using a value-oriented purchase discipline. Baron ignores short-term market fluctuations when he believes the fundamental reasons for purchasing a company have not changed. He holds investments for longer than five years on average.

Total Holding History

Performance of Baron Partners Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201410.2613.69-3.4
201347.6332.3915.2
201216.4160.4
3-Year Cumulative89.5 (23.7%/year)74.6 (20.4%/year)14.9 (3.3%/year)
2011-5.742.11-7.8
201031.5215.0616.5
5-Year Cumulative134.9 (18.6%/year)105.1 (15.5%/year)29.8 (3.1%/year)
200928.226.461.7
2008-46.67-37-9.7
200711.345.495.9
200621.5515.795.8
200514.374.919.5
10-Year Cumulative148.6 (9.5%/year)109.4 (7.7%/year)39.2 (1.8%/year)
200442.3510.8831.5
200334.9528.686.3
2002-18.07-22.14.0
2001-15.71-11.89-3.8
20004.82-9.113.9
15-Year Cumulative245.6 (8.6%/year)86.4 (4.2%/year)159.2 (4.4%/year)
199918.4221.04-2.6
199811.6828.58-16.9
199749.8833.3616.5
199616.1322.96-6.8
199536.9437.58-0.6
20-Year Cumulative989.6 (12.7%/year)554.6 (9.8%/year)435 (2.9%/year)
19944.761.323.4
199328.7810.0818.7
199216.837.629.2

Top Ranked Articles

Ron Baron Suggests The Stock Market Could Be Setting Up for An Epic Run
Against my better judgement I caught a little bit of CNBC this morning. But to my surprise they had Ron Baron on for an extended interview. Imagine a financial network speaking to an investor who invests based on how the stock market values a business in relation to how that business is going to perform over the next five years! Read more...
Ron Baron on AECOM Technology, Carrizo Oil & Gas, LKQ (LKQX), Allegiant Travel and Macquarie Infrastructure Company
Ron Baron invests in small and mid-size growth companies. He likes companies with open-ended growth opportunities and defensible niches. These are the commentaries excerpted from his fund's quarterly report. Related companies: AECOM Technology (NYSE:ACM), Carrizo Oil & Gas (NASDAQ:CRZO), LKQ (LKQX), Allegiant Travel (NASDAQ:ALGT) and Macquarie Infrastructure Company (NYSE:MIC). Read more...
That Baron Conference
The Baron Funds’ yearly extravaganza on Oct. 24 had almost been cancelled this year--because the markets are so far down, because the Baron funds are so far down. Read more...
Ron Baron Likes Layne Christensen, Ritchie Brothers Auctioneers, Bankrate and China Nepstar
If you are looking for small cap growth companies, you should certainly look at what Ron Baron is buying. Baron invests in growth companies using a value-oriented purchase discipline, a lot like what Peter Lynch was doing. One issue with tracking Ron Baron was that at the time when we report, the stock prices have gone up. It is not the case this time. Read more...
Ron Baron on C.H. Robinson Worldwide, Inc., Chicago Mercantile Exchange, FactSet Research Systems Inc., SAIC, Inc.
Ron Baron likes to buy companies that have long term growth potential. He used to supply research reports to Peter Lynch. If you want someone who has Peter Lynch's style of investing, Ron Baron is the closest. These are the commentaries of his firm on C.H. Robinson Worldwide, Inc., Tiffany & Co., Chicago Mercantile Exchange, FactSet Research Systems Inc., SAIC, Inc. C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Read more...
» More Ron Baron Articles

Commentaries and Stories

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CEO of Del Frisco's Restaurant Group Buys 5,000 Shares Of Company Stock
Mark Mednansky (Insider Trades), CEO of Del Frisco’s Restaurant Group Inc. (DFRG), bought 5,000 shares of the company on July 27, 2015. The average price per share was $14.40, for a total transaction of $72,000. Del Frisco’s Restaurant Group is a collection of 47 restaurants that vary from Sullivan’s Steakhouse, a great neighborhood place, to Del Frisco’s Grille, a modern take on a classic bar. DFRG’s market cap is $349.40 million, and P/S ratio is 1.07. More...

MARK MEDNANSKY, DEL FRISCO'S RESTAURANT GROUP INC, INSIDER TRADES


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Spotting Creation of Value - Additions to The List John Burbank,Ron Baron - Spotting Creation Of Value - Additions To The List
In my previous article on Spotting Creation of Value, I listed the number of ways I have personally observed that a company can create value for shareholders over time. I admitted in the article that it is very likely not a complete list. Well, I found this list from a great book called “100 to 1 In The Stock Market” by Thomas Phelps. At the end of the book, Mr. Phelps gave a list of what makes a stock grow, which I think is a great complementary to my list. The bold ones are missing in my list: More...

Value investing


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Baron Fund Second Quarter Letter: Investing In Renewables
Baron Funds has released its Second Quarter and in the letter, Ron Baron (Trades, Portfolio) spent a lot of time discussing renewable energy. The fund discussed the growth in renewables and the opportunities that the funds sees in the renewable sector. Baron Funds really likes solar energy and the long-term growth opportunities in solar. The Fund expects global solar demand to grow at around 14% going forward. It was a very informative letter that lays out the case for renewables, especially solar energy. More...

BARON FUNDS,SECOND QUARTER,RENEWABLES ENERGY,GROWTH INVESTING,


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Investing In Renewable Energy - Insights From Baron Funds
Baron Insight 2Q15 More...

Ron Baron, Baron Funds, Energy


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Ron Baron Adds to Stake in Moelis
Ron Baron (Trades, Portfolio) is the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings More...

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Baron Funds Q2 Insight - Investing in Renewable Energy
By James Stone, VP, Portfolio Manager, Baron Energy and Resources Fund; Rebecca Ellin, VP, Research Analyst More...

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Ron Baron And His Tesla Investment Ron Baron - Ron Baron And His Tesla Investment
Ron Baron is the founder of Baron Capital, an investment management firm. More...

Ron Baron, Tesla


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The Economy And The Stock Market Are Doing Fine – Ron Baron
We are six years into a bull stock market. More...

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Ron Baron Adds to Some of His Most Valuable Stakes in First Quarter Ron Baron - Ron Baron Adds To Some Of His Most Valuable Stakes In First Quarter
Baron Funds manager Ron Baron (Trades, Portfolio) has a reputation for investing in small, underappreciated companies, and his additions to his portfolio in the first quarter reinforce that reputation. More...

Ron Baron


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Baron Funds Spring Newsletter: The Advantages of Mid-Cap Stocks
Portfolio Manager Andrew Peck More...

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Ron Baron's Top New Stock Holdings Ron Baron - Ron Baron's Top New Stock Holdings
Noted investor Ron Baron (Trades, Portfolio) incorporated 23 new stocks into his vast portfolio of 359 positions in the first quarter. More...

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Sterne Agee Analyst Sees 20% upside for CarMax
Sterne Agee analyst Ali Faghri recently initiated coverage on CarMax (NYSE:KMX) with a Buy rating and a price target of $87.00, which implies 20% upside from the current levels. Calling CarMax "only game in town," analyst Ali Faghri wrote, More...

LONG, CONSUMERS


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Ron Baron's Baron Funds 1st Quarter Commentary
“Nothing is written.” Peter O’Toole. Lawrence of Arabia. 1962. More...

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Weekly 3-Year Low Highlights: SNH, SSYS, GOV, LL
According to GuruFocus list of 3-year lows, Senior Housing Properties Trust, Stratasys Ltd, Government Properties Income Trust, and Lumber Liquidators Holdings Inc. have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Ron Baron Bought 2.52% of Inovalon Holding Inc.
Ron Baron (Trades, Portfolio) is the founder of Baron Capital Management. He is co-portfolio manager of Baron Asset Fund and remains portfolio manager of the Growth and Partners Funds. More...

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CarMax: Secular Growth to Continue
Carmax (NYSE:KMX) recently reported strong Q4 results with its EPS of $0.67 coming well ahead of consensus estimates. Summarizing the results Stifel’s analyst James Albertine highlighted the following key metrics: More...

LONG, CONSUMERS


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Analyzing Ron Baron's Top Picks: Dick's Sporting Goods Ron Baron - Analyzing Ron Baron's Top Picks: Dick's Sporting Goods
Ron Baron (Trades, Portfolio) is the founder of Baron Capital Management. He is Co-Portfolio Manager of Baron Asset Fund and remains Portfolio Manager of the Growth and Partners Funds. Baron graduated from Bucknell University with a B.A. in Chemistry, and later attended George Washington University Law School in the evenings. More...

LONG, CONSUMERS


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John Griffin Acquires Stake in Mobileye Leon Cooperman, Ron Baron, PRIMECAP MANAGEMENT - John Griffin Acquires Stake In Mobileye
Mobileye (NYSE:MBLY), a technology company that is based in the Netherlands with a research and development center in Jerusalem, is something of an enigma for investors. More...

STOCKS


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Baron Opportunity Fund Fourth Quarter 2014 Commentary
Baron Opportunity Fund had a modest fourth quarter, gaining 3.56%, but trailing both the Russell Midcap Growth Index, which rose 5.84%, and the large-cap S&P 500 Index, which increased 4.93%. More...

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Baron Funds Comments on TerraForm Power Inc
During the quarter, we re-initiated a position in TerraForm Power, Inc. (TERP), a dividend growth-oriented company formed to own and operate contracted clean power generation assets acquired from parent company SunEdison, the third largest worldwide solar energy developer. The company is a part of a new class of investments, known as a “yieldcos,” which are similar to traditional energy master limited partnerships. These “yieldco” businesses are comprised of long-lived assets contracted with creditworthy counterparties, stable cash flows, favorable tax attributes, and predictable growth driven by assets “dropped down” by the parent company due to the yieldco’s lower cost of capital. During the quarter, the companies announced a transformational acquisition to acquire First Wind for $2.4 billion, which serves to diversify the platform into wind energy as well as accelerate its growth. With 24% CAGR in dividend per share now expected through 2019, we think TerraForm is an attractive total return investment in the rapidly growing global renewable energy sector. (Rebecca Ellin) More...

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User Comments

Francesca turner
ReplyFrancesca turner - 1 year ago
why is illumina performing so badly and do you still own it?

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